Holdings of Voyager Global Management LP
8 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 100 % of the equity sleeve
Sector breakdown
- Technology 57.8 %
- Consumer discretionary 24.0 %
- Communication 9.3 %
- Unattributed 8.9 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 86.8 %
- TW 13.2 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 7 | 2.6B $ | 86.78 % |
| 2 | TW | 1 | 388.6M $ | 13.22 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | NVIDIA Corp | 4,700,000 | 819.7M $ | |
| 2 | Microsoft Corp | 1,325,000 | 490.5M $ | |
| 3 | Amazon.com Inc | 2,175,000 | 453M $ | |
| 4 | Taiwan Semiconductor Manufacturing Co Ltd | 1,150,000 | 388.6M $ | |
| 5 | Atlassian Corp | 3,850,000 | 262.8M $ | |
| 6 | Booking Holdings Inc | 60,000 | 252.6M $ | |
| 7 | Alphabet Inc | 500,000 | 143.8M $ | |
| 8 | Meta Platforms Inc | 225,000 | 128.7M $ |